One focus, diverse perspectives. At One Oak, our disciplined portfolio construction is our hallmark. We provide investors with an array of innovative fixed-income investment solutions that span investment styles and segments.
The Municipal Opportunities Portfolio is an alternative, absolute return strategy that seeks to achieve a return on your investment through a combination of active risk management and income. The delivery of attractive risk-adjusted returns derives from opportunities in investment-grade municipal and corporate securities, and investment grade municipal closed-end funds, relatively independent of market direction.
The One Oak Enhanced Taxable Municipal Portfolio utilizes an active management strategy that capitalizes on the idiosyncratic nature of the taxable municipal market, supplemented with exposure to corporate bonds. The portfolio consists of diverse, high credit quality bonds that seek a combination of attractive taxable income and total return. The approach consists of separately managed accounts to accommodate various investor needs.
The One Oak Enhanced Municipal Portfolio is a laddered, actively managed strategy that capitalizes on the unique dynamics of the municipal market. The approach consists of a diversified portfolio of high credit quality bonds designed to be appropriate for investors seeking tax-advantaged income. The approach consists of separately managed accounts to accommodate various investor needs.
The Municipal Opportunities portfolio is limited to accredited or qualified investors only as defined under SEC Rule 501 of Regulation D. For more information regarding the investments on this page, including fees, expenses and risks, please read the offering documents carefully before investing.